APM
Advanced Portfolio Management Portfolio holdings
AUM
$32.8M
1-Year Est. Return
6.64%
This Fund
S&P 500
1 Year Est. Return
+6.64%
AUM
$38.4M
AUM Growth
+$2.6M
(+7.3%)
Holding
131
Top Buys
| 1 | +$4.91M | |
| 2 | +$3.17M | |
| 3 | +$2.78M | |
| 4 |
Oracle
ORCL
|
+$2.56M |
| 5 |
Adobe
ADBE
|
+$1.97M |
Top Sells
| 1 | +$1.8M | |
| 2 | +$1.72M | |
| 3 | +$1.59M | |
| 4 |
UnitedHealth
UNH
|
+$1.56M |
| 5 |
Dominion Energy
D
|
+$1.55M |
Sector Composition
| 1 | Technology | 43.76% |
| 2 | Communication Services | 12.41% |
| 3 | Utilities | 10.36% |
| 4 | Healthcare | 7.7% |
| 5 | Consumer Staples | 6.86% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
KLA
KLAC
$201B
| $2.16K | 0.01% |
+2
|
|
||
127
CRH
CRH
$78.9B
| – | – |
-12,500
|
|
||
|
128
Dominion Energy
D
$53.8B
| – | – |
-27,500
|
|
||
129
Corning
GLW
$135B
| – | – |
-25,000
|
|
||
|
130
UnitedHealth
UNH
$267B
| – | – |
-5,000
|
|
||
131
Waste Management
WM
$98B
| – | – |
-7,500
|
|